Realty Income Corp
O- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000726728
In the last 90 days, Realty Income Corp insiders filed 0 open-market purchases and 1 sale; 1,465 institutions reported holding it in 13F filings for Q2 2026, worth $46.2B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Realty Income Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,100
- −2 vs. Q1 2023
- Shares held
- 566.3M
- +15.9M (+2.9%) vs. Q1 2023
- Total value
- $33.9B
- −$930.4M (−2.7%) vs. Q1 2023
- New holders
- 94
- 463 more added
- Sold out
- 96
- 413 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting O on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,465 | $46.2B |
| Q1 2026 | 1,448 | $43.5B |
| Q4 2025 | 1,371 | $41.1B |
| Q3 2025 | 1,341 | $43.1B |
| Q2 2025 | 1,288 | $41.0B |
| Q1 2025 | 1,279 | $40.6B |
| Q4 2024 | 1,267 | $36.6B |
| Q3 2024 | 1,245 | $44.2B |
| Q2 2024 | 1,182 | $35.5B |
| Q1 2024 | 1,190 | $36.9B |
| Q4 2023 | 1,156 | $34.9B |
| Q3 2023 | 1,063 | $28.6B |
| Q2 2023 | 1,100 | $33.9B |
| Q1 2023 | 1,116 | $34.8B |
| Q4 2022 | 1,118 | $34.1B |
| Q3 2022 | 1,076 | $29.9B |
| Q2 2022 | 1,091 | $33.8B |
| Q1 2022 | 1,102 | $32.2B |
| Q4 2021 | 1,108 | $32.7B |
| Q3 2021 | 956 | $19.6B |
| Q2 2021 | 934 | $18.6B |
| Q1 2021 | 878 | $16.9B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 4,452 | $266.2K | 0.05% | +4,452 | New |
| LexAurum Advisors, LLC | 4,439 | $265.4K | 0.08% | −244−5.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,427 | $264.7K | 0.06% | +32+0.7% | Added |
| New Hampshire Trust | 4,393 | $262.7K | 0.07% | −200−4.4% | Reduced |
| Marcum Wealth, LLC | 4,389 | $262.4K | 0.03% | +21+0.5% | Added |
| Eudaimonia Advisors LLC | 4,358 | $260.6K | 0.17% | −55−1.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,358 | $260.6K | 0.13% | +62+1.4% | Added |
| Commons Capital, LLC | 4,342 | $259.6K | 0.39% | −118−2.6% | Reduced |
| Sovereign Financial Group, Inc. | 4,337 | $259.3K | 0.08% | +27+0.6% | Added |
| Townsend Asset Management Corp | 4,332 | $259.0K | 0.12% | −525−10.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,314 | $257.9K | 0.01% | −1,206−21.8% | Reduced |
| Semus Wealth Partners LLC | 4,308 | $257.6K | 0.24% | −382−8.1% | Reduced |
| Cedar Wealth Management, LLC | 4,300 | $257.1K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,294 | $256.7K | 0.02% | +1,025+31.4% | Added |
| Desjardins Global Asset Management Inc. | 4,287 | $256.2K | 0.03% | +711+19.9% | Added |
| First Nebraska Trust Co | 4,271 | $255.4K | 0.03% | −890−17.2% | Reduced |
| Graypoint LLC | 4,252 | $254.2K | 0.03% | −4−0.1% | Reduced |
| Quantinno Capital Management LP | 4,217 | $252.0K | 0.01% | +214+5.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,209 | $251.6K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,207 | $251.5K | 0.14% | +16+0.4% | Added |
| Aull & Monroe Investment Management Corp | 4,200 | $251.1K | 0.13% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,184 | $250.2K | 0.02% | −559−11.8% | Reduced |
| Crescent Sterling, Ltd. | 4,177 | $249.7K | 0.24% | +160+4.0% | Added |
| Rollins Financial | 4,139 | $247.5K | 0.07% | −2,774−40.1% | Reduced |
| Gateway Wealth Partners, LLC | 4,129 | $246.9K | 0.04% | +190+4.8% | Added |
| Trust Co of Toledo NA | 4,120 | $246.3K | 0.04% | −361−8.1% | Reduced |
| Pittenger & Anderson Inc | 4,110 | $245.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,102 | $245.0K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,094 | $244.8K | 0.18% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 4,093 | $244.7K | 0.28% | +117+2.9% | Added |
| Excalibur Management Corp | 4,069 | $243.3K | 0.12% | −182−4.3% | Reduced |
| Berger Financial Group, Inc | 4,044 | $241.8K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 4,019 | $240.3K | 0.16% | +44+1.1% | Added |
| Arkadios Wealth Advisors | 4,007 | $239.6K | 0.03% | −1,140−22.1% | Reduced |
| Mission Wealth Management, LP | 3,973 | $237.6K | 0.01% | +146+3.8% | Added |
| Tobam | 3,930 | $235.0K | 0.02% | −566−12.6% | Reduced |
| Westwood Holdings Group Inc. | 3,934 | $235.0K | 0.00% | +3,934 | New |
| Beacon Financial Advisory LLC | 3,923 | $234.5K | 0.13% | −124−3.1% | Reduced |
| Lumature Wealth Partners, LLC | 3,917 | $234.2K | 0.14% | −9−0.2% | Reduced |
| Pinnacle Bancorp, Inc. | 3,917 | $234.2K | 0.08% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,895 | $232.9K | 0.00% | +323+9.0% | Added |
| CX Institutional | 3,889 | $232.5K | 0.01% | +3,889 | New |
| First Horizon Advisors, Inc. | 3,867 | $231.2K | 0.01% | −247−6.0% | Reduced |
| Sandbox Financial Partners, LLC | 3,846 | $230.0K | 0.12% | −10.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,824 | $228.6K | 0.07% | −468−10.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,821 | $228.5K | 0.00% | +3,821 | New |
| Wendell David Associates Inc | 3,755 | $225.0K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,756 | $224.6K | 0.03% | +111+3.0% | Added |
| Montag A & Associates Inc | 3,738 | $224.5K | 0.01% | +10.0% | Added |
| Los Angeles Capital Management LLC | 3,718 | $222.3K | 0.00% | +230+6.6% | Added |
| Busey Wealth Management | 3,715 | $222.1K | 0.01% | −2,090−36.0% | Reduced |
| Atwater Malick LLC | 3,700 | $221.2K | 0.09% | +3,700 | New |
| Kovack Advisors, Inc. | 3,697 | $221.0K | 0.03% | −693−15.8% | Reduced |
| DRW Securities, LLC | 3,700 | $221.0K | 0.02% | −823−18.2% | Reduced |
| Colonial River Wealth Management, LLC | 3,696 | $221.0K | 0.15% | −605−14.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,692 | $220.7K | 0.00% | +3,692 | New |
| ProVise Management Group, LLC | 3,662 | $219.0K | 0.02% | −133−3.5% | Reduced |
| Westside Investment Management, Inc. | 3,660 | $218.8K | 0.06% | +100+2.8% | Added |
| Girard Partners Ltd. | 3,633 | $217.2K | 0.02% | −571−13.6% | Reduced |
| Hoylecohen, LLC | 3,621 | $216.5K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,611 | $215.9K | 0.01% | −5,497−60.4% | Reduced |
| First Heartland Consultants, Inc. | 3,610 | $215.9K | 0.03% | −1,578−30.4% | Reduced |
| Truadvice, LLC | 3,672 | $215.9K | 0.08% | −85−2.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 3,600 | $215.2K | 0.20% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,587 | $214.5K | 0.04% | +3,587 | New |
| Advisors Management Group Inc | 3,571 | $214.0K | 0.06% | +11+0.3% | Added |
| Jacobsen Capital Management | 3,577 | $213.8K | 0.11% | +3,577 | New |
| Baader Bank INC | 4,589 | $213.0K | 0.02% | +4,589 | New |
| Thrive Capital Management, LLC | 3,556 | $212.6K | 0.12% | +3,556 | New |
| Goodwin Daniel L | 3,525 | $210.8K | 0.10% | −846−19.4% | Reduced |
| Focus Financial Network, Inc. | 3,498 | $210.0K | 0.01% | +58+1.7% | Added |
| Morningstar Investment Management LLC | 3,512 | $210.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 3,502 | $209.4K | 0.01% | −102−2.8% | Reduced |
| Northstar Advisory Group, LLC | 3,500 | $209.3K | 0.14% | −602−14.7% | Reduced |
| Jentner Corp | 3,494 | $208.9K | 0.13% | +43+1.2% | Added |
| Ridgewood Investments LLC | 3,490 | $208.7K | 0.12% | +129+3.8% | Added |
| Capital Advisors Wealth Management, LLC | 3,486 | $208.5K | 0.05% | +3,486 | New |
| Armstrong Advisory Group, Inc | 3,483 | $208.3K | 0.02% | +589+20.4% | Added |
| Sand Hill Global Advisors, LLC | 3,482 | $208.2K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,472 | $208.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 3,405 | $203.6K | 0.06% | +3,405 | New |
| Dorsey & Whitney Trust CO LLC | 3,397 | $203.1K | 0.02% | +3,397 | New |
| RW Investment Management LLC | 3,378 | $202.0K | 0.04% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,365 | $201.2K | 0.02% | +150+4.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,305 | $197.6K | 0.00% | +8+0.2% | Added |
| Wolff Wiese Magana LLC | 3,299 | $197.3K | 0.15% | −873−20.9% | Reduced |
| Gradient Investments LLC | 2,987 | $178.6K | 0.00% | +1,734+138.4% | Added |
| Benjamin Edwards Inc | 2,865 | $171.0K | 0.04% | −12−0.4% | Reduced |
| Founders Capital Management | 2,715 | $162.3K | 0.12% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,652 | $158.6K | 0.10% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,584 | $155.0K | 0.02% | −437−14.5% | Reduced |
| Creative Financial Designs Inc | 2,564 | $153.3K | 0.02% | −1,144−30.9% | Reduced |
| Caldwell Trust Co | 2,551 | $152.5K | 0.02% | +162+6.8% | Added |
| TD Ameritrade Investment Management, LLC | 2,400 | $143.0K | 0.00% | −364−13.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,290 | $136.9K | 0.06% | +2,290 | New |
| Quent Capital, LLC | 2,287 | $136.7K | 0.02% | +15+0.7% | Added |
| Sound Income Strategies, LLC | 2,204 | $131.8K | 0.01% | +1,118+102.9% | Added |
| Motco | 2,167 | $129.6K | 0.01% | +3+0.1% | Added |
| Rocky Mountain Advisers, LLC | 2,000 | $126.6K | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,106 | $125.9K | 0.00% | 00.0% | Unchanged |